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Retirees, What’s Your Withdrawal Strategy?

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Retirees, What’s Your Withdrawal Strategy?

Retirement planning often focuses on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our lives focused on building the proverbial “nest egg,” but after retirement things change and so should our financial focus.

There are a variety of questions that must be answered. How much should you be withdrawing annually? Should you go with your IRA first or your brokerage account? Should you withdraw a fixed percentage or fixed amount? How much will you leave behind? 

Having a well planned withdrawal strategy is important:

5 Easy Ways to Protect Retirees from Financial Abuse

5 Easy Ways to Protect Retirees from Financial Abuse

Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional methods.

But there are risks involved, especially for our seniors. This vulnerable population is more likely to fall victim to the fraud and abuse that has come along with this digital revolution. Whether it’s phishing attempts, fraudulent lotteries, or exploitation by deceitful caregivers, these threats are becoming more common and more sophisticated.

There are ways to mitigate these risks. Here are five essential strategies that should help:

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What Should You Consider Before Relocating for Your Career?

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What Should You Consider Before Relocating for Your Career?

According to a report published by Bloomberg, only 1.6% of job seekers relocated to take a new job in Q1 2023, an all-time low. More folks than ever value the freedom to work when, how, and where they want. Compromising on that freedom isn't just about what's best for your career, it's a question of how relocating will affect your Return on Life in three important areas.

Protect Your Children from Their Inheritance

Protect Your Children from Their Inheritance

Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring they are ready for the responsibility. As we tread towards the largest generational wealth transfer in history, there is a growing need to ensure those inheriting assets are adequately prepared to handle them. There are a variety of risks involved, including:

Express Gratitude as a Family This Thanksgiving

Express Gratitude as a Family This Thanksgiving

On Thanksgiving, many families will pause their feasts so that everyone gathered around the table can share something that they are thankful for - and many probably won't.

Maybe sharing gratitude has never been a part of your family’s Thanksgiving traditions. Or maybe the practice sounds a little corny or old fashioned. But expressing gratitude to loved ones and to ourselves can have a positive impact on your Return on Life.

Here are three reasons why your family should make gratitude a part of your holiday celebrations.